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Create and Manage Support Accounts

Support accounts can be created for staff members and non-faculty members who need administrative access to Faculty Activity Reporting (FAR, Faculty180), such as an employee who maintains the database or supports faculty in some way (e.g. running reports) and may or may not have full administrative rights. This account type can also be used for an accreditation visit, or to give a user who does not have a formal university account access to FAR. If necessary, the account can be set up to bypass campus authentication. This article covers how to create a new support account as well as how to manage existing support account permissions.

 

Create a Support Account

Like Faculty accounts, Support Accounts should be created using the bulk upload tool, even when creating an account for an individual user. Check out our article on how to configure Bulk Data Uploads for instructions on how to upload new users into the system.

Emulate, Deactivate, and Delete Support Accounts

1. Navigate to Support Accounts under Administration

Navigation: Administration > Administration > Support Accounts

  1. Click Administration under the Administration section of the navigation menu.
    Administration section with Administration highlighted
  2. Click Support Accounts under the Tools section. 
    Tools section with Support Accounts underlined
 

2. Emulate, deactivate, or delete desired support account

  1. Click the hyperlinked number for the unit corresponding to the faculty member to be changed. If necessary, click the plus sign to expand a unit.
    • If necessary, select a different unit or subunit by clicking the Unit Change link.
  2. If necessary, adjust the filters at the top of the page to limit the accounts shown.
  3. Once the desired account has been located, decide which of the following actions to take:
    • Emulate: Click "emulate" in the row for the desired user in order to view their account. Just like emulating a Faculty account, emulating a Support Account will allow the administrator to access the user's account.
    • Activate/deactivate: Unlike Faculty accounts, Support Accounts do not rely on Employment Status and Login Status to manage their access. Instead, Support Account access will be managed via the checkbox in the Active column. Checking the Active box will make the account active and allow the user to log in. Unchecking the box will remove the user's ability to log in and remove them from the Active filter. This can be changed at any time.
    • Delete: Also unlike Faculty accounts, Support Accounts can be deleted. This can only be done if the user has not performed any Evaluations in the past, and cannot be reversed. To delete an account, click the "x" icon in the Actions column. This will delete the account and remove the user's ability to log in as well as remove their record from the Support Accounts page.

      Please note that deleting a Support Account is a permanent action and cannot be reversed. The user can be re-created in the future with the same credentials, although their previous permissions will need to be reinstated.

       
 
 

Edit an Existing Support Account

1. Navigate to Support Accounts under Administration

Navigation: Administration > Administration > Support Accounts

  1. Click Administration under the Administration section of the navigation menu.
    Administration section with Administration highlighted
  2. Click Support Accounts under the Tools section. 
    Tools section with Support Accounts underlined
 
 

2. Edit desired support account

  1. Click the hyperlinked number for the unit corresponding to the faculty member to be changed. If necessary, click the plus sign to expand a unit.
    • If necessary, select a different unit or subunit by clicking the Unit Change link.
  2. If necessary, adjust the filters at the top of the page to limit the accounts shown.
  3. Click the Edit icon (pencil) adjacent to the Support Account desired to be edited.
  4. Scroll to the bottom and click Save when finished.

Administrators with the appropriate access can modify the information associated with a Support Account at any time. The information can then be modified includes unit assignment, type of rights, additional rights, access to other accounts, and more.

 

 

 
 

Fields Available for Updates

Select the tabs below to view fields available for updates.

Prim. Admin. Rights

Primary Administrative Rights Section with a Change button located under Unit and a dropdown under Type of Rights

There are three types of administrative rights available: Report Rights, Full Admin Rights, and Limited Rights

  • Click the Change button in the Unit column to update the assigned unit.
  • Click the dropdown in the Types of Rights column to change the administrator type assignment.
 
 

Add. Admin. Rights

Additional Administrative Rights section with an Add Another button at the bottom

While only one unit and one type of right can be assigned as primary, multiple others can be assigned under the Additional Administrative Rights section.

This is particularly helpful for users who need different levels of access for different units. For example, a user could be given Full Admin Access for Unit A, then also assigned additional administrative rights and be granted Report Rights for Unit B. This will allow the user full access to Unit A, but will limit them to running reports for Unit B.

 
 
 

Login Details

Sections Details
Login ID This is a unique identifier for the user (generally aligned with the user's single sign-on identifier), and can be updated by an administrator with appropriate access at any time.
Faculty ID This is a separate unique identifier that is not meant to be modified after the user is initially added to the system. If the Faculty ID requires a change, please contact your Interfolio representative or help@interfolio.com with the request.
Login Method
  • There are two options for login method:
    • "Managed by your school", which requires the user to login via the institution's SSO integration. See here for login instructions, and here for details on managing the institution's SSO configuration.
    • "Managed by FAR", which generally means that the institution is using FAR's legacy SSO integration. If not being utilized for legacy SSO, this option can be selected to allow the user to bypass SSO and sign in with Interfolio-specific credentials.
      Please note that this is only an option for Support Accounts. Users with Faculty accounts will always be required to log in via SSO (either managed by the school or the FAR legacy integration). See here for instructions on logging in without SSO.
First/Last Name Can be updated at any time. Please note that changing the user's first/last name in FAR will also update the name the user sees when they log in.
Email Address Can be updated at any time to an email address that is not already in use in FAR.
 
 

Access Rights to Other Acct.

Access Rights to Other Account landing page with Add and Remove Selected buttons at the bottom

If Account Access has been enabled at the institution, there will be a section to add accounts that the Support Account user should have access to. This can be done for either their entire primary unit, or for individual users at various other units.
Please note that this setting is controlled at the institutional level and may or may not be available based on your institution's configuration of FAR. If you are an Institutional Administrator who would like to discuss turning this feature on/off, please reach out to your Interfolio contact or help@interfolio.com

 
 

Administrative Rights for Support Accounts

Select the tabs below to view the different administrative rights for support accounts.

Full Administrative Rights

Access to all administrative functions, such as set up, reports, emulation, and activity input initiation/approval, are designated by their assigned unit. Administrative permissions for each unit are managed via the Organizational Structure.

 
 

Reporting Rights

  • Access to run administrative reports is permitted by unit assignment. 
  • Access to administrative reports is managed on the unit level via the Organizational Structure
  • Support Accounts with Reporting Rights can also be given access to emulate faculty accounts, although unlike users with Full Administrative Rights, account access is not given automatically based on unit assignment, and must be managed under the Access Rights to Other Accounts section when managing the Support Account details.
 
 

Limited Rights

Grants the ability to emulate faculty member's accounts. Please note that like a Support Account with Report Rights, account access is not controlled by the assigned unit, but rather the Access Rights to Other Accounts section. Users that the support account should be able to emulate will need to be designated in this section.